Home: 519-***-**** firstname.lastname@example.org
Administrative Professional with expertise in insurance, mutual funds, and pension plans. Highly proficient in MS Word and Excel who possesses strong and accurate data entry/keyboarding skills. Known for the ability to work in a flexible fast-paced environment with multiple deadlines and adaptable to new policies and procedures. Possesses a positive and professional attitude while handling confidential and sensitive information. Communicates with co-workers in a courteous and professional manner and thrives in a collaborative environment.
ECONOMICAL (CONTRACT) 2019 - CURRENT Claims Assistant
Digital document management: prepare, scan, validate and digitally process claims documents, preforming necessary checks and corrections
Mail processing and distribution
Photocopying and digitally copying claims files
Filing (managing closed filing, drop filing and archiving)
Handling telephone inquiries
Cheque processing, requesting drafts and setting up reserves
Creating file jackets, requesting claims coverage, ordering police reports and organizing transcription requests
EQUITABLE LIFE (CONTRACT) 2018 - 2019 New Business Co-ordinator
Process new applications received by providing policy numbers, dating, recording, and verifying agent license information.
Input new applications, verifying information through memos and phone calls.
Conduct follow ups with field representatives for missing requirements.
Provide customer service to Managing General Agencies, Producers and Regional Staff.
Responsible for special handling of adjustments and modifications to confidential documents.
Process and input of data, while adhering to established turnaround standards.
REGION OF WATERLOO- EXTEND-A-FAMILY (CONTRACT) 2018
Data Entry Clerk – Accounts Payable
Process expense forms, invoices and mileage reports from family workers, internal and external service providers into multiple account files meeting the corporation’s expectation of accuracy and timelines.
Maintain filing system of all invoices and documents for all case workers and respond to inquiries from all service providers.
Run semi-monthly listings of payable reports for the Accounts Payable Department, decreasing turnaround time for cheques and electronic payments.
SUN LIFE FINANCIAL 2003 – 2018
Amendment Plan Specialist
Processed revisions to group insurance documents within established service standards of timeliness and accuracy so that client’s expectations are met and/or exceeded.
Partnered with service representatives, implementation specialists and advisors to clarify plan design so that the document output is consistent, efficient, and accurately reflects the customer’s expectations
Created group insurance documents (contract and booklets) for new clients using data provided by implementation specialists ensuring all coverage specifications are accurately incorporated.
MANULIFE FINANCIAL 2000- 2003
Member Administrator Specialist
Processed high volumes of withdrawal requests from members of both group RRSP and RPP plans,
Initiated fund transfers, investment direction changes, and update member information of group listings of over 100 members ensuring that company established timelines are met.
Allocated funds submitted by group members’ employers for large case listings (over 100 members), ensuring funds are accurately processed within the same business day.
Answered telephone and e-mail inquiries from members, plan administrators and agents, and resolved issues by conducting transaction history investigations in a timely and efficient manner.
INVESTORS GROUP – HEAD OFFICE, WINNIPEG, MB 1994- 1999
New Business Administrator
Received a Silver Praise Award for taking the initiative to create and implement a new training system for new date entry employees.
Assisted with the hiring and training of contract employees for the RRSP peak season and provided supervisory support on the floor as needed and completion of performance reports.
EDUCATION / ADDITIONAL TRAINING
IFIC – completed 1998
Skillsoft 2018 – Windows 10, Time Management
Diploma, General Business Administration, Conestoga College
INTERESTS AND VOLUNTEERING
Catering worker for Village Caterers (seasonal)
Volunteer as Special Events assistant – Revera Retirement Home
Volunteer as Driver for seniors (example: shopping, appointments, church)